Wealth Management

About the internship

Selected intern's day-to-day responsibilities include

1. Analyzing investment statements, market trends, and investment performance to support client portfolio management by reviewing data and identifying key insights.

1. Using strong verbal and written communication skills to interact with clients, understand their needs, and present financial information clearly by conducting meetings and preparing clear reports.

1. Applying proficiency with financial software, such as Microsoft Excel or financial planning tools, to perform data analysis and manage client information by creating spreadsheets and tracking investment portfolios.

1. Demonstrating an understanding of financial markets, investment products, and economic indicators to assist in making informed investment recommendations by researching trends and presenting actionable insights.

1. Maintaining a high level of accuracy in managing financial data, preparing reports, and ensuring compliance with regulatory requirements and internal procedures by double-checking data entries and ensuring adherence to standards.

Skill(s) required

English Proficiency (Spoken) Finance Financial Modeling MS-Excel MS-Office Research and Analytics

Who can apply

Only those candidates can apply who

1. are available for full time (in-office) internship

1. can start the internship between 13th Jul'26 and 3rd Aug'26

1. are available for duration of 6 months

1. are from Ahmedabad only

1. have relevant skills and interests

• Women wanting to start/restart their career can also apply.